Investment Planning Advisors, Inc.
CIK 2024049
13F filing for Q2 2026・No. 4,288
- Holdings
- US$431.82M
- Quarter change
- +US$68.62M
- Entries
- 118
- Net bought (estimate)
- +US$24.33M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 4
- Cut 34
- Added 63
- Corporate actions 0
- Unchanged 6
Largest holdings
117 stocks worth US$431.82M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 604,935 | US$53.16M | 12.31% |
| INVESCO EXCH TRADED FD TR IIS&P 500 REVENUE | Added | 322,460 | US$41.2M | 9.54% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Added | 159,611 | US$33.96M | 7.86% |
| VANGUARD MALVERN FDSCORE BD ETF | Added | 402,406 | US$31.08M | 7.20% |
| VANGUARD INDEX FDSEXTEND MKT ETF | Added | 125,832 | US$30.98M | 7.17% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Added | 101,440 | US$30.73M | 7.12% |
| EA SERIES TRUSTFREEDOM 100 EM | Cut | 411,418 | US$29.99M | 6.95% |
| EA SERIES TRUSTALPHA ARCH 1-3 | New | 160,622 | US$18.81M | 4.36% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 671,844 | US$18.61M | 4.31% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Added | 208,650 | US$16.26M | 3.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.